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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,293 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $7,988 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $256,363-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.2%-34.2pp | 10.4%-10.4pp |
| Annual return | 16.59% | 9.36%+7.2pp | 5.46%+11.1pp | 9.31%+7.3pp |
| Employer contribution / active EE | $4,055 | $16,968-76.1% | $28,604-85.8% | $13,179-69.2% |
| Participant deferral / active EE | $0 | $108-100.0% | $20-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $6,551-100.0% | $4,785-100.0% |